The Actual vs Target dashboard in Analytics covers more ground: new lead KPIs, a cumulative (12-month trend) view, Brand and Region level budgets, drill-down into records, and an export option.
All the charts on this dashboard are interactive — hover over a bar, point, or segment to see its exact details.
How to open the dashboard
Go to analytics and search to open Actual vs Target.
How to switch between Unit and Lead KPIs
Click Unit KPI's or Lead KPI's at the top of the dashboard to change which KPI set you are viewing.
How to switch between Monthly and Cumulative view
Click Monthly or Cumulative to switch between this period's numbers and the running year-to-date total.
Budgets can now also be entered and tracked at Brand and Region level, not just Global. Clicking a summary Actual, Budget, or Variance number also drills down into the underlying records, with color-coded variance highlighting.
Pre-Qualified Leads and Qualified Leads
Under Lead KPI's, the dashboard now shows two new charts, Pre-Qualified Leads and Qualified Leads, each comparing Actual against Target.
Operating Weeks by Opening Month
Under Unit KPI's, scroll down to see the new Operating Weeks by Opening Month chart. It compares operating weeks from opened and planned units each month against the target.
How to export or share the dashboard
Click the Share icon in the toolbar(top right corner), then choose Export to Excel, Export to CSV, Export to Plain Text, Export to PDF, or Subscribe to Dashboard.
Where it appears
- The Actual vs Target dashboard, under Command Center in Analytics.